
A Fall Retirement Tax Checklist for Scottsdale Households
An October planning checklist for Scottsdale and Phoenix retirees: review withdrawals, tax withholding, charitable plans, and next year's income needs.
Read articleSend a note and a member of our office will reply within one business day. Bring one question or all of them — there's no cost for the first conversation.

Insights
Informational articles on investing, income, taxes, and legacy planning. No jargon, no pressure — just the questions we get asked most.
Subscribe via RSS
An October planning checklist for Scottsdale and Phoenix retirees: review withdrawals, tax withholding, charitable plans, and next year's income needs.
Read article
The SECURE Act's 10-year rule, RMD requirements for inherited IRAs, and the tax planning moves Phoenix-area beneficiaries should consider before the December 31 deadline each year.
Read article
Splitting time between Scottsdale and a higher-tax state? Here is how residency really works, what triggers audits, and what to change first.
Read article
When one spouse dies, the survivor moves from married-filing-jointly to single — often with the same income and much higher taxes. Here is how to prepare.
Read article
How Arizona taxes Social Security, pensions, IRAs, capital gains, and property — plus three planning moves that could potentially save Phoenix-area retirees thousands.
Read article
Triple tax advantage, no RMDs, and flexibility after age 65 — why the HSA quietly wins for many high-income savers.
Read article
The current RMD age, how to calculate, the 25% penalty for missing one, and the planning windows that matter most for Arizona retirees.
Read articleCategory
Topics